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Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Client Service Associate Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is ...

Boutique Recruiting

Client Services Associate

Dallas, TX · On-site

$70K/yr

Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at ...

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Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Level Four Group

Client Services Associate

El Paso, TX · On-site

The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so ...

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Barings Jobs Information

What is it like to work at Barings?

Barings is a global investment bank that values a collaborative and inclusive culture, prioritizing teamwork and open communication among its employees. The company's structure is organized into specialized teams, with a focus on providing personalized service to clients and fostering a dynamic work environment that encourages innovation and growth. Working at Barings may appeal to candidates who are passionate about the financial industry and seeking a challenging yet supportive environment where they can develop their skills and contribute to the company's mission of delivering exceptional investment performance.

What makes Barings an attractive place to work?

Barings is a leading global investment management firm with a long history of delivering exceptional investment performance and a strong reputation for expertise in the industry. The company offers a dynamic and collaborative work environment that fosters innovation, teamwork, and professional growth, with opportunities to work on complex investment strategies and projects. Joining Barings provides a chance to contribute to the company's mission of delivering superior investment returns and making a meaningful impact in the financial markets.

What other companies are hiring for Client Services Associate jobs?

What are the most popular jobs at Barings?

What are the most popular categories at Barings?

Infographic showing various Client Services Associate job openings at Barings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% Physical, 11% Hybrid, and 6% Remote job distribution.

Client Services Associate

Hello Sunshine Travels

Houston, TX • On-site

Other

Re-posted yesterday

Job description

About the job Client Services Associate
Client Services Associate (Remote)
About Hello Sunshine Travels
Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and customized itineraries.
Our team is committed to delivering outstanding customer experiences while providing a supportive, collaborative, and flexible remote work environment. As we continue to expand, we are seeking motivated individuals who are passionate about customer service, travel, and helping others.
Position Overview
We are currently seeking a Client Services Associate to join our remote team. In this role, you will serve as a primary point of contact for clients, providing support throughout the travel planning process while ensuring a smooth and enjoyable customer experience.
In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.
Key Responsibilities

  • Respond to client inquiries via phone, email, and messaging platforms
  • Provide exceptional customer support throughout the booking process
  • Assist clients with travel reservations, itinerary planning, and trip coordination
  • Resolve customer concerns in a professional and timely manner
  • Maintain accurate client records and booking information
  • Process payments and assist with invoice management
  • Collaborate with team members to ensure seamless client experiences
  • Follow up with clients before, during, and after travel as needed
  • Stay informed about travel products, destinations, and supplier offerings
Additional Responsibilities
  • Develop and maintain strong relationships with prospective and existing clients
  • Assist with client outreach and follow-up communications
  • Identify client travel needs and recommend appropriate travel solutions
  • Generate new business through referrals, networking, social media engagement, and relationship-building efforts
  • Maintain ongoing communication with clients to encourage repeat business and referrals
  • Provide personalized travel recommendations and exceptional service to foster long-term client relationships
  • Support business growth initiatives while maintaining high levels of customer satisfaction
Qualifications
  • Strong customer service and client relations skills
  • Excellent verbal and written communication abilities
  • Ability to multitask and manage multiple client requests simultaneously
  • Strong organizational and problem-solving skills
  • Detail-oriented with excellent time management abilities
  • Comfortable working independently in a remote environment
  • Basic financial and payment processing knowledge preferred
  • Experience in travel, hospitality, tourism, customer service, sales, or client relations is a plus
  • Proficiency with computers, email platforms, social media, and online booking systems
What We Offer
  • Fully remote work environment
  • Flexible scheduling opportunities
  • Comprehensive training and ongoing support
  • Professional development and growth opportunities
  • Collaborative and supportive team culture
  • Opportunity to work within the exciting travel industry

If you are passionate about helping others, enjoy building relationships, and are excited about the travel industry, we encourage you to apply.

Apply